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Beneficiary addition form 2026

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The document is a form for adding or changing beneficiaries for registered accounts at Scotia iTRADE, specifically for residents outside of Quebec. It requires the account number, annuitant's details, and information about up to seven beneficiaries, including their names, social insurance numbers, relationships to the annuitant, and percentage allocations. The form also includes an indemnity clause protecting Scotia Capital and the Trustee from claims related to the beneficiary designations.

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Click ‘Get Form’ to open the beneficiary addition form in the editor.
Begin by entering your Account Number and Rep Code at the top of the form. This information is essential for identifying your registered account.
Fill in your Account Name, ensuring it matches the name associated with your registered account.
For RIF accounts, designate an Elected Annuitant by providing their Name and Social Insurance Number.
In the Beneficiary Designation section, list up to seven beneficiaries. For each, enter their Name, Social Insurance Number, Relationship to you, and Percent Allocated. Ensure that the total percentage equals 100%.
Review all entered information for accuracy before proceeding to sign the form.
Sign and date the form at the bottom to confirm your beneficiary designations are correct and understood.

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Versions	Form popularity	Fillable & printable
2014	4.8 Satisfied (139 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is an SF 2823 form for?

You should file a new form whenever there is a change in a beneficiarys address or name. SF 2823, Designation For FEGLI Determines how proceeds from the life insurance are distributed.

What is needed to add someone as a beneficiary?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

What is a beneficiary form?

Its fairly straightforward to make beneficiary changes. It involves completing and signing a beneficiary change form, one available through the employer, financial professional or insurance company (e.g., Manulife) the policy is with.

itrade forms library

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